Alpha Vee Strategy Spotlight: What's In The Risk Managed SMID Top 5 Sector Equities Index?
SMID caps are generally less covered by analysts, less liquid, and generally more volatile in the short and medium term than large caps.
Recent
Donoghue Forlines: Dancing With The Bears
We still believe we are not in a recession, and at most a shallow one is happening right now. However, the market is experiencing a liquidity squeeze.
Auour: This is Volatility
We have been adding to our cash positions since Thanksgiving of 2021 as we looked to mitigate an expected adverse market environment.
Clark Capital: The Worst 1H In Decades (For Others)
With the Fed, high inflation levels and mid-term elections still looming, volatility will continue in the third quarter but value is back on top.
Flexible Plan: A Probability-Based Approach To Market Uncertainty
I carried both of these rules to an extreme when I created a portfolio for a friend. I recommended four suitability-based core portfolio strategies.
Morningstar Investment Management: The 2022 Selloff And Where We Stand
While periods of uncertainty are certainly not pleasant, they often unearth opportunities. By sticking with our process, we can do exploit them.
Invesco: Peak Inflation And Market Performance
Despite intervening bumps, there were many moments when it was feared that inflation was returning. But ultimately, long-term investors were rewarded.
